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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Adam Biswanger is a financial advisor with Sanctuary Advisors, LLC in Indianapolis, Indiana. Raymond has been in the industry since 2011 and holds the Series 63, 65, 7 and SIE licenses. Raymond is a Certified Financial Planner and is registered as a Registered Representative and Investment Advisor Representative in several states. Raymond has previously worked at Morgan Stanley. Sanctuary Advisors, LLC is a registered investment advisor with offices in Indianapolis, Indiana and Bloomfield Hills, Michigan. They provide financial planning, portfolio management, and educational seminars to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
11/12/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
MI
02/12/2014 - 12/03/2021
MORGAN STANLEY (Bloomfield Hills MI)
BC
Issued 03/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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